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Work day to day in the customer success workspace

Column changes don't stick.

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2 min · Intermediate
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Short answer

HubSpot's KB: changes to workspace views, such as columns, are temporary and revert on refresh. Users can add up to five reports, visible to everyone with workspace access. Exporting needs Export permission.

1. In HubSpot

The relevant screen in my demo portal.

Sales workspace Summary tab with Tasks card and tabs for Companies, Leads, Deals, Tasks, Schedule and Dashboard
The workspace tabs (1) and the switch-back notice (2).

2. Worth knowing

Ask an admin to change default columns rather than editing them each day.

3. Related

Workspace setup and health scores.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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